Collaborative Wealth Managment Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 129 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Collaborative Wealth Managment Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,178,362
+42.0%
56,652
+49.6%
0.70%
+42.3%
Q2 2023$829,965
+7.7%
37,881
+9.0%
0.49%
+1.6%
Q1 2023$770,617
+12.2%
34,744
+9.8%
0.49%
+7.8%
Q4 2022$686,844
+1.0%
31,652
-0.2%
0.45%
-6.2%
Q3 2022$680,000
-22.7%
31,713
-17.6%
0.48%
-16.8%
Q2 2022$880,000
-15.3%
38,508
-5.9%
0.58%
+1.6%
Q4 2021$1,039,000
+2.6%
40,927
-3.1%
0.57%
-2.6%
Q1 2021$1,013,00042,2580.58%
Other shareholders
SPDR SER TR shareholders Q2 2021
NameSharesValueWeighting ↓
Financial Engines Advisors L.L.C. 126,799,083$2,897,359,0008.83%
KWB Wealth 1,390,929$31,783,0006.12%
Redwood Financial Network Corp 206,083$4,709,0005.14%
Leicht Financial Planning & Wealth Management, Inc. 253,435$5,791,0003.92%
Concord Wealth Partners 601,254$13,739,0003.77%
Chesapeake Wealth Management 294,575$6,731,0002.88%
TOWNSQUARE CAPITAL LLC 4,075,275$93,120,0002.64%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 5,399,160$122,835,0001.71%
Values First Advisors, Inc. 100,493$2,296,0001.63%
KARLINSKI ANDREW C 35,615$814,0001.20%
View complete list of SPDR SER TR shareholders